Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $2,000 to $10,000 and are negotiable based on the complexity of the plan. Asset management fees are generally a flat fee schedule up to a maximum of 1.5% per year of the net value of the client's managed accounts. Fees are negotiable and can be higher or lower based on the nature of the account, size, participation in the wrap program, and complexity of asset structures.
Areas of Practice
Advisor Information
Office location
119 n church st, moorestown, NJ, 08057
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is the owner of Merriken Financial Group, Inc., dedicating nearly full-time hours to providing financial planning and insurance services. He also acts as a solicitor for Redwood Wealth Management, LLC, providing client referrals.